Sound Financial Center LLC
RIAState Registered
Total AUM
$99.6M
Discretionary
$99.6M
100% of AUM
Avg account
$369K
Accounts
270
Employees
3
Advisory reps
3
Firm details
- Headquarters
- Sequim, Washington
- CRD number
- 125767
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.69%
- Individuals30.31%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sound Financial Center LLC is an independent, individual-owned registered investment adviser that manages portfolios for individuals and small businesses. The firm combines accounting services with portfolio management and charges clients on a percentage-of-assets-under-management basis. It does not identify as an active ESG investor, is not organized as a capital allocator, and is not positioned as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities81%
- Cash & Cash Equivalents19%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
Sequim, WA
Clallam
Location
Sequim, WA
Headquartered in Sequim, WA, in the West of the United States.
- Region
- West
- County
- Clallam
- Address
- 121 W Bell St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Creative Retirement Planning, Inc.
RIASequim, WA
AUM $1.7MTEAM 1REPS 1
Intirety, LLC
RIABellevue, WA
AUM $100MTEAM 4REPS 4
Goldbloom Wealth Management LLC
RIAMercer Island, WA
AUM $101MTEAM 7REPS 6
Capital Investment Services, LLC
RIALynnwood, WA
AUM $101MTEAM 2REPS 2
Maclachlan Wealth Management
RIABellevue, WA
AUM $102MTEAM 1REPS 1
Faire Capital Group
RIAGig Harbor, WA
AUM $102MTEAM 1REPS 1